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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

139 hedge funds and large institutions have $2.24B invested in iShares MSCI USA Quality Factor ETF in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 39 reducing their positions, and 12 closing their positions.

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
3.47%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.45%
New
18
Increased
69
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
S
1
Schroders
United Kingdom
$230M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$70.1M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$36.2M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$27.5M
5
AG
5
Advisor Group
Arizona
$34.1M

Top Sellers

1
AI
1
Accredited Investors
Minnesota
$5.49M
2
PPFA
2
Provida Pension Fund Administrator
Chile
$7.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$84.6M
4
SFA
4
Sequoia Financial Advisors
Ohio
$0
5
AIM
5
Advantage Investment Management
Iowa
$4.37M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$17.1M 221,414 +34,343 +18%
TCM
27
TD Capital Management
Tennessee
$16.1M 209,111 -6,280 -3%
BAAM
28
Baker Avenue Asset Management
California
$16M 207,424 +16,163 +8%
BII
29
Bainco International Investors
Massachusetts
$15.8M 204,436 +14,388 +8%
TA
30
TMD & Associates
Arizona
$15.6M 202,232 -1,350 -0.7%
SCM
31
Stonehearth Capital Management
Massachusetts
$14.9M 192,570 -4,262 -2%
TWM
32
Tanglewood Wealth Management
Texas
$14M 181,960 -8,173 -4%
FFBTD
33
First Financial Bank - Trust Division
Ohio
$13M 169,119 +4,682 +3%
Jane Street
34
Jane Street
New York
$10.2M 132,275 +86,145 +187%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$9.56M 123,935 -13,183 -10%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$8.67M 112,427 +6,128 +6%
HI
37
Horizon Investments
North Carolina
$8.56M 116,939 +9,524 +9%
PP
38
Palladium Partners
Virginia
$8.32M 107,885 +107,885 New
LPL Financial
39
LPL Financial
California
$7.97M 103,274 +16,976 +20%
PPFA
40
Provida Pension Fund Administrator
Chile
$7.6M 98,568 -142,700 -59%
WDL
41
Well Done LLC
Michigan
$6.64M 86,072 -5,596 -6%
HighTower Advisors
42
HighTower Advisors
Illinois
$6.33M 82,248 -2,673 -3%
VSWA
43
Vontobel Swiss Wealth Advisors
Switzerland
$6.12M 81,549 +3,082 +4%
FFS
44
Founders Financial Securities
Maryland
$5.81M 75,275 +5,254 +8%
AI
45
Accredited Investors
Minnesota
$5.49M 71,130 -569,459 -89%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$5.19M 67,212 -2,787 -4%
VWM
47
Venturi Wealth Management
Texas
$4.91M 63,344 +220 +0.3%
SFA
48
Stewardship Financial Advisors
Georgia
$4.58M 59,328 -1,175 -2%
AIM
49
Advantage Investment Management
Iowa
$4.37M 56,612 -51,351 -48%
AI
50
Atria Investments
North Carolina
$4.31M 55,854 +4,299 +8%
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